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Site Visits

Site visits are structured inspections of a retail station. They use pre-configured checklists to ensure consistency across the network.

Who can conduct site visits?

Admin, Support, Retail Manager, and Territory Manager roles.

Creating a site visit

  1. Go to Compliance → Site visits.
  2. Click + New site visit.
  3. Select the site, visit type (from configured checklists), and scheduled date.
  4. Assign the visit to a territory manager or retail manager if applicable.
  5. Click Create.

Conducting a site visit

  1. Open the site visit from the list.
  2. Work through each checklist item, marking it as:
  3. ✅ Pass
  4. ❌ Fail (with a required comment)
  5. ⚪ N/A
  6. Add photos where issues are found.
  7. Click Complete visit when all items are reviewed.

Follow-up actions

Failed checklist items can be linked to a Support Ticket for tracking and resolution. The ticket is automatically linked to the visit for audit purposes.

Checklists

Checklists are configured under Master Data → Checklists. Multiple checklist types can be created (e.g. Health & Safety, Forecourt Standards, Equipment Inspection).

See: Checklists